About Us

LFP-Financial planning & Wealth management was created to give you the very best independent financial advice based around your needs and aspirations.

 

We pride ourselves on being a small firm, allowing us to give you the time and quality of service and advice that you deserve.

 

We believe in good old fashioned customer service where you come first, we know our clients by their first name and understand how they work and what they want.

 

It doesn't matter who you are or how much money you have, our promise is to treat you fairly at all times whilst delivering a first class service with down to earth, understandable advice.

 

What makes us different

Approach most financial advisors and you will be asked to pay a fee for their advice, regardless of whether you take up the advice or not.

 

We operate differently and will provide you with a full written report of our advice and recommendations, you will only be charged a fee if you ask us to implement any of the recommendations. This encourages people to take independent advice and allows them to make informed choices based on that advice.

 

We believe that this is the right way to conduct our business and is unique in the current market.

 

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THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE TAXATION ADVICE AND SOME FORMS OF MORTGAGES

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

INVESTMENT PERFORMANCE IS NOT GUARANTEED AND FUNDS CAN GO DOWN AS WELL AS UP IN VALUE